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DFA US Targeted Value R1 DFTVX

Analyst rating as of
NAV / 1-Day Return
28.65  /  2.50 %
Total Assets
12.1 Bil
Adj. Expense Ratio
0.460%
Expense Ratio
0.460%
Fee Level
Low
Longest Manager Tenure
8.99 years
Category
Small Value
Investment Style
Small Value
Min. Initial Investment
0
Status
Open
TTM Yield
1.37%
Turnover
20%
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Morningstar’s Analysis

Will DFTVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This fund targets cheaper and higher-quality stocks within its selection universe.

Summary

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DFA U.S. Targeted Value I employs a time-tested investment process that targets well-vetted characteristics based on academic research that should reward investors over the long term. DFA’s flexible trading approach enables cost-effective execution. These attributes, in combination with its fee advantage relative to its competition, should help it outperform the Russell 2000 Value Index over the long run. It earns a Morningstar Analyst Rating of Silver.

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